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iShares Russell Top 200 Growth ETF

424 hedge funds and large institutions have $7.45B invested in iShares Russell Top 200 Growth ETF in 2023 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 183 increasing their positions, 101 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

218% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 22

81% more repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 101

39% more capital invested

Capital invested by funds: $5.37B → $7.45B (+$2.08B)

27% more funds holding in top 10

Funds holding in top 10: 3342 (+9)

12% more funds holding

Funds holding: 380424 (+44)

4.66% more ownership

Funds ownership: 83.4%88.07% (+4.7%)

38% less call options, than puts

Call options by funds: $228K | Put options by funds: $368K

Holders
424
Holders Change
+44
Holders Change %
+11.58%
% of All Funds
6.18%
Holding in Top 10
42
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+27.27%
% of All Funds
0.61%
New
70
Increased
183
Reduced
101
Closed
22
Calls
$228K
Puts
$368K
Net Calls
-$140K
Net Calls Change
-$232K
Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
276
Concourse Financial Group Securities
Alabama
$418K +$62.2K +379 +19%
GC
277
Gratus Capital
Georgia
$418K
TA
278
TruWealth Advisors
Louisiana
$415K +$28.9K +176 +8%
FHA
279
Flagship Harbor Advisors
Massachusetts
$414K +$152K +929 +65%
CSPIA
280
Cary Street Partners Investment Advisory
Virginia
$402K +$3.28K +20 +0.9%
RWPA
281
Richard W. Paul & Associates
Michigan
$401K -$75.7K -461 -17%
CIBC Private Wealth Group
282
CIBC Private Wealth Group
Georgia
$398K
LTAS
283
Linden Thomas Advisory Services
North Carolina
$396K +$371K +2,258 New
AFP
284
Alpha Financial Partners
Kentucky
$394K -$334K -2,032 -47%
ET
285
Equitable Trust
Tennessee
$389K
ELI
286
Empire Life Investments
Ontario, Canada
$385K -$131K -800 -27%
ICM
287
Intrepid Capital Management
Florida
$385K -$12K -73 -3%
CA
288
Continuum Advisory
Idaho
$384K +$359K +2,187 New
IWM
289
IHT Wealth Management
Illinois
$382K +$10K +61 +3%
FA
290
FSA Advisors
Michigan
$379K +$355K +2,164 New
QCM
291
QRG Capital Management
Illinois
$375K +$351K +2,141 New
FPWM
292
FSB Premier Wealth Management
Iowa
$375K +$1.48K +9 +0.4%
RWP
293
Revolve Wealth Partners
New Jersey
$373K
IAN
294
Integrated Advisors Network
Texas
$366K +$24.6K +150 +8%
MCM
295
MidAtlantic Capital Management
Virginia
$358K +$335K +2,044 New
FEM
296
Fulcrum Equity Management
Texas
$347K -$577K -3,517 -64%
CW
297
CreativeOne Wealth
Kansas
$344K -$34.6K -211 -10%
CFP
298
Catalyst Financial Partners
Massachusetts
$339K +$92.9K +566 +41%
SPC
299
Sigma Planning Corp
Michigan
$338K -$226K -1,378 -42%
RWA
300
Rooted Wealth Advisors
Illinois
$336K +$3.45K +21 +1%